Kenneth Mascari
Kenneth Mascari is a registered investment advisor at Osaic Wealth, INC., based in Lake Forest, CA, with 44 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
22954 El Toro Road, Lake Forest, CA, 92630
Get directionsHistory
Regulatory History (1)
Criminal
June 1965Other Business ActivitiesSells Insurance
Kenneth is a part owner of the building his SAI branch office occupies and manages a rental property inherited from his parents' trust. He also owns KPM Asset Management, where he sells insurance products and works as an investment advisor representative, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Kpm Asset Management, INC.
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Diversified Securities, IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.